FIRST ANALYSIS CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$23.3M
Accounts
8
Employees
25
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
161373
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

First Analysis Capital Management LLC is an SEC‑registered investment manager organized as an LLC and active since 2012. The firm is structured as a private equity and venture capital fund manager with a multifaceted fund management profile; its primary client base is institutional investors. Its advisory role centers on portfolio management for pooled investment vehicles, and its compensation mixes a percentage-of-AUM fee schedule with performance‑based fees. The firm is not designated as an active ESG investor and is not registered as a multi‑state adviser. Snapshot metadata indicates ownership by a combination of a domestic entity and individual stakeholders. First Analysis maintains a broker‑dealer industry affiliation and is not identified as a separate capital allocator in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID LESHUK

    Managing DirectorCRD 2935779

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1 S Wacker 39 Th
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth